by Sam Davis | Jan 27, 2023 | Episodes
On this week’s show, it’s all about being smart with your retirement plan. Ed starts with the basics as he discusses what a Smart Retirement Plan is, then he goes over the first three elements: Smart Vision, Smart Inspection and Smart Planning. Plus, Ed talks about...
by Sam Davis | Jan 13, 2023 | Episodes
Are you paying too much for your retirement plan? This week, Ed discusses some strategies for eliminating unnecessary fees, taxes and expenses so you can live the retirement lifestyle you deserve. Is your hard-earned money safe and protected? Schedule your free...
by Sam Davis | Jan 6, 2023 | Episodes
On this week’s show, Ed talks about starting 2023 on the right financial footing. We take a look back at 2022 and share ways you can plan for the future in case we see another market downturn. Weathering the financial storm isn’t as difficult as it may seem. You just...
by Sam Davis | Dec 17, 2022 | Episodes
Ed looks ahead to 2023 with some important end-of-year reminders. Plus, he shares a helpful checklist for you to use as you make preparations for the new year. How is inflation affecting the holiday season? We take a look at the topic with a fun and unique study from...
by Sam Davis | Dec 12, 2022 | Episodes
On this week’s show, some helpful tips for taking control of your finances as we approach 2023. He also talks about how to pay-off your mortgage so you can save more for retirement. Is your hard-earned money safe and protected? Schedule your free consultation here....
by Sam Davis | Nov 30, 2022 | Episodes
On this week’s show, Ed and Matt explain some common retirement misconceptions in their “right or wrong segment”. We also share some audio from Annuity 360 – get in touch with Ed today for your free consultation and copy of the book! Is your hard-earned money safe and...
